AI invoice agent
UnknownWhat this workflow does
This AI workflow has 11 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Google Sheets, Gmail, OpenAI Chat Model and Craftmypdf (community).
How it runs
Trigger: Manually, when you click “Execute workflow”.
- Google Sheets: uses Google Sheets
- Filter: keeps only the items that match a condition
- Edit Fields (Edit Fields (Set)): sets 7 fields: Invoice ID, Client Name, Client Address…
- Loop Over Items (Loop Over Items (Split in Batches)): loops over the items in batches
- AI Agent: runs an AI agent, with model: GPT - 4.1 mini
- Information Extractor: extracts structured fields from text with AI, with model: GPT - 4.1 mini
- Craft My Pdf: work with pdf
- Gmail: uses Gmail
- Google Sheets: append or update
Services it uses
Before you upgrade to n8n 3.0
We can't fully verify this one: it relies on 1 community package, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).
- Check that n8n-nodes-craftmypdf is verified or supports 3.0 (used in CraftMyPDF).
Nodes used (10)
- Manual Trigger
n8n-nodes-base.manualTrigger - Google Sheets
n8n-nodes-base.googleSheets - Filter
n8n-nodes-base.filter - Edit Fields (Set)
n8n-nodes-base.set - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - AI Agent
@n8n/n8n-nodes-langchain.agent - Information Extractor
@n8n/n8n-nodes-langchain.informationExtractor - Craft My Pdf
n8n-nodes-craftmypdf.craftMyPdf - Gmail
n8n-nodes-base.gmail - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi
From the author
--- 📄 AI Invoice Agent The AI Invoice Agent automates the invoice creation, email delivery, and status tracking process for client billing. It ensures invoices are generated, sent professionally, and updated in Google Sheets with minimal manual work. --- 🔹…